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Embedded Analytics for the ISV: 
Supercharging Applications with BI
2 
Featured speakers 
Michael Lock 
VP & Principal Analyst 
Aberdeen 
Research findings: The impact 
of embedded BI & ISV 
perspectives 
Farnaz Erfan 
Director, Product Strategy 
Birst 
Birst Embedded BI Customer 
Success Stories
EMBEDDED ANALYTICS FOR THE ISV: 
SUPERCHARGING APPLICATIONS WITH BI 
OCTOBER 30, 2014 
Michael Lock, Vice President & Principal Analyst, 
Analytics & Business Intelligence
TODAY’S AGENDA: 
4 
1. Background – analytical urgency, emerging strategy. 
2. Research Methodology – Aberdeen’s data in context. 
3. Key Findings – the impact of embedded BI. 
4. ISV Perspectives – cloud, CRM, build vs. buy. 
5. Takeaways - summary of findings & wrap-up.
5 
BACKGROUND 
URGENCY STRATEGY 
Data volume is changing 
strategic thinking 
Data complexity is driving 
new analytical approaches 
Data velocity is shortening 
decision timeframes 
New technologies are 
emerging to empower more 
users 
Analytical delivery methods 
continue to expand 
Effective Analytics is delivering 
enhanced decision speed and 
business performance
ABERDEEN’S RESEARCH METHODOLOGY 
PACE: END-USER INVESTIGATION 
PRESSURES ACTIONS CAPABILITIES ENABLERS 
6 
! 
What is causing 
organizations to 
think differently? 
What strategies 
are they using 
to respond to 
pressures? 
Why are they 
achieving greater 
success? 
What 
technologies and 
services are 
enabling them to 
succeed?
ABERDEEN MATURITY CLASS FRAMEWORK 
DEFINING THE BEST-IN-CLASS 
7 
Selected Performance 
Criteria (KPI) 
Organizational Goals 
Employee Performance 
Bench Strength 
Total 
Respondents 
- Top 20% 
- Middle 50% 
- Bottom 30% 
Respondents are scored 
individually across KPI 
Best-in-Class 
Industry 
Average 
Laggard
RESEARCH FINDINGS
9 
THE ISV PERSPECTIVE 
TOP OBJECTIVES FOR EMBEDDED BI
WHERE DOES BI HAVE THE MOST IMPACT? 
10 
TOP APPLICATIONS EMBEDDED WITH BI
11 
GETTING EMBEDDED BI RIGHT 
LEADERS DRIVE MEASURABLE PERFORMANCE IMPROVEMENT
12 
CHARACTERISTICS OF A LEADER 
KEY CAPABILITIES IN PLACE
EXPLOITING A WIDE BI SPECTRUM 
13 
TOP ANALYTICAL TOOLS EMBEDDED
ISV PERSPECTIVES
15 
EMBEDDED BI TO THE FRONT LINES 
CRM PROVIDERS WITH A BREADTH OF DELIVERY OPTIONS
16 
EMBEDDING BI IN THE CLOUD 
ORGANIZATIONAL MATURITY FOR CLOUD ISVS
17 
BUILD VS BUY WITH EMBEDDED BI 
BI “BUYERS” MORE FOCUSED ON END-USER EXPERIENCE
18 
PLANNING & IMPLEMENTATION 
BUYERS MORE STRATEGIC, USER-DRIVEN
KEY TAKEAWAYS 
Analytics has 
evolved into a 
necessity 
Long-term 
customer focus is 
a priority for ISVs 
Performance 
benefits are real, 
and attainable
THANK YOU 
For more information on this and other 
topics, please visit aberdeen.com 
michael.lock@aberdeen.com 
@MLock_Insights 
www.linkedin.com/pub/michael-lock/3/a1a/582
Birst Embedded BI 
Farnaz Erfan
22 
Top objectives for embedding 
analytics
Drive a multi-billion $ business with 
insights into web clickstreams 
Challenges 
•Analytics on massive data from 10M products, 12,000 
manufacturers, 10,000 syndicating partners 
•Limited resources, but frequent changes in data 
Results for CBS Interactive 
•Single place to analyze ad performance for 10,000 clients 
•<5 minutes to aggregate 10 million web events 
•<15 minutes to deploy changes to data 
•<0.5 FTE to manage entire stack 
•Orchestrating a successful $25M private ad network 
•Growing pipeline 2.5X 
23 
Why Birst? 
•Scalability across a large volume of data 
•Multi-tenant environment for strict privacy / security 
•Platform designed to move from test to prod fast 
“Daily fresh information and more 
frequent access to updated data has 
enabled our customers make better 
decisions and see the important 
drivers to their business.” 
Kevin Hodgkins, 
Director of Software Engineering 
2.5X Pipeline Growth 
Data Sources 
Results for CBS Interactive Customers 
•10% increase on click rates for clients
24 
Transform to a forward-looking 
application in just 3 months 
Results 
•Integration of analytics into Valen’s predictive analytics 
platform (for Insurance providers) 
•Created a prototype for market validation & deal 
acceleration in 1 month 
•Full product release 2 months later 
•All development done with no new headcount 
Why Birst? 
•Appliance/on premise 
•Ability to easily embed dashboards and reports 
•Scalable solution 
•Scalable relationship 
“Birst combines the best of all BI worlds, 
providing advanced visualization and 
analytics with an automated backend 
that transforms data, making it ready 
for use.” Greg Penn, 
VP of Operations 
Challenges 
•Increasing the value of Valen’s InsureRight Platform 
through rich visualization 
•Existing reports were static and traditional 
•Empowering users to create and modify dashboards 
Data Sources
25 
Improve customer satisfaction and 
increase top line revenue 
Results 
•Customer facing analytics (embedded) – showing call 
center performance: call wait times, high traffic times, 
agent performance, etc. 
•Identify most profitable customers & opportunities for 
additional services / products to upsell / cross-sell 
•Identify at risk accounts & meeting SLA goals 
“I was spending up to 8 hours manually aggregating data 
from our existing reporting system. The same report in 
Birst was defined and takes 15 seconds.” 
-Call Center Agent 
Challenges 
•Improve customer satisfaction by providing 
customer-facing analytics 
•Increase top line revenue 
•Meet SLA with clients & avoid penalties 
Why Birst? 
•Ability to pull data from many different sources 
•Print-ready reports & alerting capabilities 
•Birst Visualizer enabling clients to build their own 
custom reports 
“As a call center manager, it was very difficult to 
understand the holistic performance of my call center. 
Implementing Birst allows me to view dashboards that 
contain data from multiple sources. This allowed me to 
find the cracks in performance and I was able to 
immediately take charge and overall performance has 
improved greatly.” 
-Call Center Manager 
Data Sources
26 
Selected embedded partners 
Across different industries and domains 
Marketing Analysts 
Better target marketing 
campaigns 
Sales & Marketing 
Increase growth by 
expanding service / 
e-solution footprint 
Insurance Agents 
Reduce claim analysis / 
audit time from 3-5 
days to 1 day 
Supply Chain 
Managers 
Visibility into vendors, 
suppliers, agents, 
distributors, partners 
Digital Ad Managers 
10% increase in ad 
performance and better 
content mapping 
Civil & Engineering 
Finance Teams 
Monitor usage (billing 
tokens) across different 
products & users 
Civil & Mining 
Project Managers 
Better planning, 
forecasting and 
scheduling of 
resources 
HR Managers 
Better visibility into 
employee performance, 
position turnover & 
candidates quality 
Business Process 
Managers 
Improve performance 
and uncover root cause / 
setbacks 
Fraud & Risk 
Managers 
Understand and 
predict customer 
behavior
27 
Q&A
28 
Learn More 
• Join us for a Live Demo 
– Every Tuesday and Thursday 
at 11:00 am PT/2:00 pm ET 
– Register at birst.com/live-demo 
• Download the 2013 Gartner BI 
Magic Quadrant 
– birst.com/gartner 
• Contact us 
– Email: info@birst.com 
– Phone: (866) 940-1496 
– Chat: www.birst.com
29 
Thanks

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Embedded Analytics for the ISV: Supercharging Applications with BI

  • 1. Embedded Analytics for the ISV: Supercharging Applications with BI
  • 2. 2 Featured speakers Michael Lock VP & Principal Analyst Aberdeen Research findings: The impact of embedded BI & ISV perspectives Farnaz Erfan Director, Product Strategy Birst Birst Embedded BI Customer Success Stories
  • 3. EMBEDDED ANALYTICS FOR THE ISV: SUPERCHARGING APPLICATIONS WITH BI OCTOBER 30, 2014 Michael Lock, Vice President & Principal Analyst, Analytics & Business Intelligence
  • 4. TODAY’S AGENDA: 4 1. Background – analytical urgency, emerging strategy. 2. Research Methodology – Aberdeen’s data in context. 3. Key Findings – the impact of embedded BI. 4. ISV Perspectives – cloud, CRM, build vs. buy. 5. Takeaways - summary of findings & wrap-up.
  • 5. 5 BACKGROUND URGENCY STRATEGY Data volume is changing strategic thinking Data complexity is driving new analytical approaches Data velocity is shortening decision timeframes New technologies are emerging to empower more users Analytical delivery methods continue to expand Effective Analytics is delivering enhanced decision speed and business performance
  • 6. ABERDEEN’S RESEARCH METHODOLOGY PACE: END-USER INVESTIGATION PRESSURES ACTIONS CAPABILITIES ENABLERS 6 ! What is causing organizations to think differently? What strategies are they using to respond to pressures? Why are they achieving greater success? What technologies and services are enabling them to succeed?
  • 7. ABERDEEN MATURITY CLASS FRAMEWORK DEFINING THE BEST-IN-CLASS 7 Selected Performance Criteria (KPI) Organizational Goals Employee Performance Bench Strength Total Respondents - Top 20% - Middle 50% - Bottom 30% Respondents are scored individually across KPI Best-in-Class Industry Average Laggard
  • 9. 9 THE ISV PERSPECTIVE TOP OBJECTIVES FOR EMBEDDED BI
  • 10. WHERE DOES BI HAVE THE MOST IMPACT? 10 TOP APPLICATIONS EMBEDDED WITH BI
  • 11. 11 GETTING EMBEDDED BI RIGHT LEADERS DRIVE MEASURABLE PERFORMANCE IMPROVEMENT
  • 12. 12 CHARACTERISTICS OF A LEADER KEY CAPABILITIES IN PLACE
  • 13. EXPLOITING A WIDE BI SPECTRUM 13 TOP ANALYTICAL TOOLS EMBEDDED
  • 15. 15 EMBEDDED BI TO THE FRONT LINES CRM PROVIDERS WITH A BREADTH OF DELIVERY OPTIONS
  • 16. 16 EMBEDDING BI IN THE CLOUD ORGANIZATIONAL MATURITY FOR CLOUD ISVS
  • 17. 17 BUILD VS BUY WITH EMBEDDED BI BI “BUYERS” MORE FOCUSED ON END-USER EXPERIENCE
  • 18. 18 PLANNING & IMPLEMENTATION BUYERS MORE STRATEGIC, USER-DRIVEN
  • 19. KEY TAKEAWAYS Analytics has evolved into a necessity Long-term customer focus is a priority for ISVs Performance benefits are real, and attainable
  • 20. THANK YOU For more information on this and other topics, please visit aberdeen.com michael.lock@aberdeen.com @MLock_Insights www.linkedin.com/pub/michael-lock/3/a1a/582
  • 21. Birst Embedded BI Farnaz Erfan
  • 22. 22 Top objectives for embedding analytics
  • 23. Drive a multi-billion $ business with insights into web clickstreams Challenges •Analytics on massive data from 10M products, 12,000 manufacturers, 10,000 syndicating partners •Limited resources, but frequent changes in data Results for CBS Interactive •Single place to analyze ad performance for 10,000 clients •<5 minutes to aggregate 10 million web events •<15 minutes to deploy changes to data •<0.5 FTE to manage entire stack •Orchestrating a successful $25M private ad network •Growing pipeline 2.5X 23 Why Birst? •Scalability across a large volume of data •Multi-tenant environment for strict privacy / security •Platform designed to move from test to prod fast “Daily fresh information and more frequent access to updated data has enabled our customers make better decisions and see the important drivers to their business.” Kevin Hodgkins, Director of Software Engineering 2.5X Pipeline Growth Data Sources Results for CBS Interactive Customers •10% increase on click rates for clients
  • 24. 24 Transform to a forward-looking application in just 3 months Results •Integration of analytics into Valen’s predictive analytics platform (for Insurance providers) •Created a prototype for market validation & deal acceleration in 1 month •Full product release 2 months later •All development done with no new headcount Why Birst? •Appliance/on premise •Ability to easily embed dashboards and reports •Scalable solution •Scalable relationship “Birst combines the best of all BI worlds, providing advanced visualization and analytics with an automated backend that transforms data, making it ready for use.” Greg Penn, VP of Operations Challenges •Increasing the value of Valen’s InsureRight Platform through rich visualization •Existing reports were static and traditional •Empowering users to create and modify dashboards Data Sources
  • 25. 25 Improve customer satisfaction and increase top line revenue Results •Customer facing analytics (embedded) – showing call center performance: call wait times, high traffic times, agent performance, etc. •Identify most profitable customers & opportunities for additional services / products to upsell / cross-sell •Identify at risk accounts & meeting SLA goals “I was spending up to 8 hours manually aggregating data from our existing reporting system. The same report in Birst was defined and takes 15 seconds.” -Call Center Agent Challenges •Improve customer satisfaction by providing customer-facing analytics •Increase top line revenue •Meet SLA with clients & avoid penalties Why Birst? •Ability to pull data from many different sources •Print-ready reports & alerting capabilities •Birst Visualizer enabling clients to build their own custom reports “As a call center manager, it was very difficult to understand the holistic performance of my call center. Implementing Birst allows me to view dashboards that contain data from multiple sources. This allowed me to find the cracks in performance and I was able to immediately take charge and overall performance has improved greatly.” -Call Center Manager Data Sources
  • 26. 26 Selected embedded partners Across different industries and domains Marketing Analysts Better target marketing campaigns Sales & Marketing Increase growth by expanding service / e-solution footprint Insurance Agents Reduce claim analysis / audit time from 3-5 days to 1 day Supply Chain Managers Visibility into vendors, suppliers, agents, distributors, partners Digital Ad Managers 10% increase in ad performance and better content mapping Civil & Engineering Finance Teams Monitor usage (billing tokens) across different products & users Civil & Mining Project Managers Better planning, forecasting and scheduling of resources HR Managers Better visibility into employee performance, position turnover & candidates quality Business Process Managers Improve performance and uncover root cause / setbacks Fraud & Risk Managers Understand and predict customer behavior
  • 28. 28 Learn More • Join us for a Live Demo – Every Tuesday and Thursday at 11:00 am PT/2:00 pm ET – Register at birst.com/live-demo • Download the 2013 Gartner BI Magic Quadrant – birst.com/gartner • Contact us – Email: info@birst.com – Phone: (866) 940-1496 – Chat: www.birst.com

Editor's Notes

  1. What all these companies have in common is that they are adding analytics into their products to either… Create a competitive advantage Improve their user experience – to help with either customer retention and additional upsell opportunities Increase profits through – either by creating a net new revenue stream or by cutting costs that they would otherwise spend on report development for their customers Or a combination of these
  2. Sound Bite: CBS Interactive is the largest e-commerce content syndicator in the world. They syndicate ads for 10 million products from 12,000 suppliers. Using Birst, CBSi grew its pipeline by 2.5X (from $10M to $30M) and successfully built a private ad network of $25M by utilizing comparative analysis (for example, analyzing A-B content tests at a deeper level).  Roles:  CBSi customers (brand managers, digital marketers)Use Case:  Embedded AnalyticsData Sources:  HadoopValue:  2.5X Pipeline Growth and building a private ad network of $25M Full Story: CBS Interactive is largest e-commerce content syndicator in the world. They syndicate ads for the likes of Lenovo laptops on major websites like Buy.com, newegg, amazon, etc. With a platform that processes over $3B in e-commerce sales each year, CBS Interactive needed a solution that could provide analytics on a massive scale. With web clickstream data on ads for over 10 million products from 12,000 manufacturers, CBS Interactive was not only dealing with massive volumes of data, but also data that was changing rapidly (ad placement, message, offer, price, promotion changes). In addition, because they represented competitive products and manufacturers CBS required strict data privacy and security rules. With Birst, CBS has been able to serve all its customers in a single place. Birst pulls over a TB of data from 20 node Hadoop cluster &amp; and this volumes grows ~ 1% growth daily. CBS Interactive is able to process and aggregate 10 million web events in under 5 minutes. CBS provides this analysis back to their customers so they can understand how engaging their content is, how long customers stay on the page and how often they click buy. The results: click thru rates has improved by 10% for CBS’s customers. With Birst, CBSi was able to grow their pipeline by 2.5X (from $10M to $30M) and successfully built a private ad network of $25M by utilizing comparative analysis (for example, analyzing A-B content tests at a deeper level).  CBSi also was able to retain a high at-risk syndication deal (Sony), worth $750K, which alone paid for more than 5 years of Birst.  This was accomplished, in part, by enabling Sony to build out value-added dashboards to analyze who watched their product videos and what % were watched entirely. Also, Sony was able to improve customer service levels while saving headcount by 20%, allowing them to re-focus 2 out of 10 FTE on more strategic activities. CBS Interactive selected Birst, because of its scalable solution and also the ability to go from test environments to production in minutes. This feature served the dynamic nature of ad placement (A-B testing different scenarios, seeing the impact and iterating), keeping CBS in a competitive position in content syndication market.  
  3. Valen offers the InsureRight Platform to enable Property and Casualty Insurance carriers with predictive analytics at the point of underwriting commercial auto, workers compensation and home owner policies. Valen’s predictive analytics helps underwriters evaluate prospective terms for commercial and personal lines insurance policies. The scoring process provides an underwriter with an assessment of risk for the specific policy they are underwriting. Valen is using Birst to generate Valen’s InsureRight Reports which contain the results of their predictive scoring process and comparison (predictive modeling / scoring is not done with Birst). Valen also uses Birst to provide a set of portfolio management dashboards that highlight the performance, adoption, and influence of predictive analytics across a carrier’s entire book of business. While early adopters of Valen’s solutions focused on real-time transaction-level predictive scores to assess risk, it didn’t take long for Valen’s customers to begin looking for ways to measure the impact of adopting predictive analytics across their portfolio. Even though Valen had always provided reports to its customers, these were traditional and static. To provide managers, executives and underwriters new ways to interact with information, Valen chose Birst. Today Valen is embedding / white-labeling Birst into its predictive analytic platform, InsureRight. Valen opted to deploy an on premise appliance version of Birst due to the data governance and security policies that they have with their customers. Valen is also using Birst Live Access because they needed real-time access to predictive scoring transactions. The Live Access environment accesses transactional data from a PostgreDB. Valen is deploying 3 appliances across 3 different servers to support development-test-production deployment pipeline and is using the automatics test-to-dev capabilities of Birst (CopySpace &amp; SwapSpace) to automate the process. Valen was able to develop its prototype dashboards and reports and get validation/feedback from the market in just 1 month. They then began using these prototypes in sales discussions with prospects and existing customers. Valen fully integrated their Predict reporting with Birst and went to production 2 months later. Valen’s 2nd product, Valen Manage (also Birst rebranded), followed a couple of months later. Valen’s implementation of analytics was incorporated into the existing workload of 1 release engineer, 2 data engineers, 1 dashboard/report developer, and 1 product strategist. Valen did not have to increase staff to embed Birst into their application but instead was able to deliver their market goals and acquire new customers.
  4. Applications in… Marketing &amp; Ad Tech Supply Chain Insurance HR Finance &amp; Accounting Fraud Civil &amp; Engineering And more…